OPS
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Orion Portfolio Solutions’s Public Service Enterprise Group PEG Stock Holding History

Orion Portfolio Solutions’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.88M Buy
47,176
+19,002
+67% +$1.59M 0.04% 426
2024
Q4 		$2.38M Buy
28,174
+239
+0.9% +$21.2K 0.02% 611
2024
Q3 		$2.49M Buy
27,935
+480
+2% +$38.3K 0.02% 582
2024
Q2 		$2.02M Buy
27,455
+133
+0.5% +$9.45K 0.02% 638
2024
Q1 		$1.82M Sell
27,322
-1,388
-5% -$85K 0.02% 699
2023
Q4 		$1.79M Sell
28,710
-57
-0.2% -$3.5K 0.02% 689
2023
Q3 		$1.64M Buy
28,767
+85
+0.3% +$5.22K 0.02% 698
2023
Q2 		$1.8M Buy
28,682
+626
+2% +$39.1K 0.02% 707
2023
Q1 		$1.75M Buy
28,056
+21,462
+325% +$1.3M 0.02% 646
2022
Q4 		$404K Buy
6,594
+768
+13% +$44.6K 0.01% 565
2022
Q3 		$328K Buy
5,826
+399
+7% +$25.7K 0.01% 541
2022
Q2 		$343K Sell
5,427
-359
-6% -$24.4K 0.01% 504
2022
Q1 		$405K Sell
5,786
-950
-14% -$62.9K 0.01% 488
2021
Q4 		$449K Buy
6,736
+187
+3% +$11.8K 0.02% 455
2021
Q3 		$399K Buy
+6,549
New +$409K 0.01% 446
2021
Q2 		– Sell
-16,063
Closed -$967K – 630
2021
Q1 		$967K Buy
+16,063
New +$927K 0.04% 213
2020
Q3 		– Sell
-1,990
Closed -$98K – 1570
2020
Q2 		$98K Buy
1,990
+656
+49% +$32.7K 0.01% 552
2020
Q1 		$60K Buy
1,334
+267
+25% +$14.4K ﹤0.01% 550
2019
Q4 		$63K Buy
+1,067
New +$64.7K ﹤0.01% 510

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Portfolio Solutions's PEG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Public Service Enterprise Group (PEG) stake by 67% in Q1 2025, buying an estimated $1.59M and bringing the position to 47,176 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #426.

Orion Portfolio Solutions first reported a position in PEG in Q4 2019 and has held it in 19 quarters since. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Orion Portfolio Solutions held 47,176 shares of Public Service Enterprise Group worth $3.88M as of Q1 2025.
  • Orion Portfolio Solutions bought 19,002 Public Service Enterprise Group shares in Q1 2025, an estimated $1.59M.
  • Public Service Enterprise Group made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #426 holding.
  • Orion Portfolio Solutions first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 19 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.